BTAL icon

AGF US Market Neutral Anti-Beta Fund
BTAL

Overview Fund Activity

68 hedge funds and large institutions have $251M invested in AGF US Market Neutral Anti-Beta Fund in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 15 closing their positions.

Holders
68
Holders Change
-3
Holders Change %
-4.23%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
16
Reduced
29
Closed
15
Calls
$1K
Puts
$4K
Net Calls
-$3K
Net Calls Change
-$4K

Top Buyers

1
ASN
1
Advisory Services Network
Georgia
$4.43M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$4.2M
3
CWM
3
Cedar Wealth Management
California
$1.69M
4
OIA
4
OneDigital Investment Advisors
Kansas
$12.7M
5
RL
5
Retireful LLC
Michigan
$778K

Top Sellers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$1.42M
2
CWG
2
Cornerstone Wealth Group
North Carolina
$0
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
SC
4
Scotia Capital
Ontario, Canada
$0
5
Kovitz Investment Group Partners
5
Kovitz Investment Group Partners
Illinois
$22.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
51
Camarda Financial Advisors
Florida
$215K -$88.8K -4,806 -29%
MA
52
Mutual Advisors
Nebraska
$199K -$30.7K -1,707 -13%
Raymond James Financial
53
Raymond James Financial
Florida
$196K +$196K +10,595 New
Comerica Bank
54
Comerica Bank
Texas
$98.4K -$14.1K -763 -13%
VAG
55
VisionPoint Advisory Group
Texas
$88.9K +$37.5K +2,037 +73%
JPMorgan Chase & Co
56
JPMorgan Chase & Co
New York
$83.6K -$69.2K -3,746 -45%
SPIA
57
Steward Partners Investment Advisory
New York
$73.8K – – –
PCA
58
PMV Capital Advisers
Texas
$69.7K +$69.7K +3,770 New
VWWMG
59
Vermillion & White Wealth Management Group
Pennsylvania
$69.3K – – –
National Bank of Canada
60
National Bank of Canada
Quebec, Canada
$35.5K +$20K +1,083 +129%
UBS Group
61
UBS Group
Switzerland
$13.6K -$469K -25,385 -97%
Bank of America
62
Bank of America
North Carolina
$12.5K +$12.5K +675 New
GRP
63
Global Retirement Partners
California
$7.93K +$333 +18 +4%
HGERS
64
Householder Group Estate & Retirement Specialist
Arizona
$6K -$11.9K -674 -66%
Fidelity Investments
65
Fidelity Investments
Massachusetts
$4.4K +$4.4K +238 New
T
66
Transce3nd
Texas
$3.75K +$3.75K +203 New
SAM
67
Smartleaf Asset Management
Massachusetts
$1.61K – – –
HI
68
Harbour Investments
Wisconsin
$1.07K – – –
CAM
69
Creekmur Asset Management
Illinois
$9 -$9 – –
Wells Fargo
70
Wells Fargo
California
$8 -$8 – –
CWG
71
Cornerstone Wealth Group
North Carolina
– -$20.1M -1,026,327 Closed
Stifel Financial
72
Stifel Financial
Missouri
– -$8.23M -419,985 Closed
SC
73
Scotia Capital
Ontario, Canada
– -$6.91M -352,521 Closed
HH
74
Hilltop Holdings
Texas
– -$895K -45,681 Closed
WAM
75
Worth Asset Management
Texas
– -$810K -41,346 Closed
1 2
3
4